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Southern Company
SO

Overview Fund Activity

2,147 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 924 increasing their positions, 722 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-27
Holders Change %
-1.24%
% of All Funds
28.79%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
128
Increased
924
Reduced
722
Closed
118
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$733M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.33B
3
BlackRock
BlackRock
New York
$8.01B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
5
SCP
Soroban Capital Partners
New York
$376M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.27B
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$43.5M
3
Franklin Resources
Franklin Resources
California
$1.29B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$86.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$92.4M -$31.5M -342,600 -25%
APG Asset Management
77
APG Asset Management
Netherlands
$91.4M +$73.2M +935,130 +401%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$86.6M -$78.2M -851,537 -47%
MMA
79
Mizuho Markets Americas
New York
$85.7M +$65.5M +713,700 +324%
CAI
80
Capital Advisors Inc
Oklahoma
$85.3M +$1.55M +16,878 +2%
Macquarie Group
81
Macquarie Group
Australia
$83.8M +$2.42M +26,404 +3%
SIG
82
Stonegate Investment Group
Alabama
$81.8M +$972K +10,580 +1%
First Trust Advisors
83
First Trust Advisors
Illinois
$79.9M -$10.8M -117,942 -12%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$78.7M -$1.86M -20,248 -2%
Mawer Investment Management
85
Mawer Investment Management
Alberta, Canada
$76.8M -$4.52M -49,211 -6%
CCMG
86
Clark Capital Management Group
Pennsylvania
$76.4M -$18.4M -199,863 -19%
Capital Research Global Investors
87
Capital Research Global Investors
California
$75.7M +$25.8K +281 +0%
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$75.5M +$3.91M +42,531 +5%
Balyasny Asset Management
89
Balyasny Asset Management
Illinois
$74.5M +$66.2M +720,589 +791%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$73.9M -$3.32M -36,145 -4%
Mackenzie Financial
91
Mackenzie Financial
Ontario, Canada
$72.2M -$3.93M -42,833 -5%
ORIO
92
Old Republic International (ORI)
Illinois
$70.8M – – –
WG
93
Welch Group
Alabama
$70.5M +$92.3K +1,005 +0.1%
WHG
94
Westwood Holdings Group
Texas
$68.9M -$10.9M -119,043 -14%
Truist Financial
95
Truist Financial
North Carolina
$67.9M -$1.17M -12,724 -2%
ACG
96
Aventail Capital Group
New York
$63.2M +$52.4M +571,073 +485%
Universal-Beteiligungs- und Servicegesellschaft
97
Universal-Beteiligungs- und Servicegesellschaft
Germany
$61.7M +$111K +1,213 +0.2%
Victory Capital Management
98
Victory Capital Management
Texas
$60M -$32.4M -353,206 -35%
1832 Asset Management
99
1832 Asset Management
Ontario, Canada
$56.6M +$4.62M +50,271 +9%
FWIA
100
Fort Washington Investment Advisors
Ohio
$56M -$5.07M -55,185 -8%
2 3
4
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